See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,388 | $159,602+119.5% | $150,045+133.5% | $142,382+146.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.34% | 70.24%-61.9pp | 62.55%-54.2pp | 217.08%-208.7pp |
| Employer contribution / active EE | $10,794 | $4,961+117.6% | $4,693+130.0% | $4,299+151.1% |
| Participant deferral / active EE | $26,612 | $8,310+220.2% | $7,997+232.8% | $6,507+309.0% |
| Admin fee / account holder | $162,506 | $14,846+994.6% | $13,435+1109.6% | $12,624+1187.3% |